Global Benefits Analyst

Lockton Companies; Washington (District of Columbia); On-site; USD 65,000 - 90,000; Full time

Job summary

Lockton Companies in Washington, DC is seeking a detail-oriented professional to support consultants with client services for a global employee benefits book. You will assist with administrative, analytical, and research tasks, leveraging AI tools to improve accuracy and productivity.

Ideal candidates have 2–3 years in a corporate setting and strong Microsoft Office skills, with a focus on data privacy and effective communication in a virtual/office environment.

Qualifications

• Bachelor's Degree in a business-related field or equivalent experience.
• 2–3 years of corporate experience preferred.
• Proficiency with Microsoft applications and AI-enabled tools.

Responsibilities

• Assist Consultants in preparing client deliverables and materials.
• Track project progress and maintain client files and trackers.
• Support client service via administrative, analytical, and research tasks.

Skills

Customer service

Communication

Project coordination

Microsoft Office

AI tooling

Data privacy

Education

Bachelor's degree in business/related field

Tools

Salesforce

Microsoft Copilot

Power BI

Power Automate

SharePoint

Job description

Washington DC, District of Columbia, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Secondary locations

Philadelphia, New York City, Chicago, Boston

Major Responsibilities

• Support Consultants in providing client services for an assigned book of global employee benefits business.
• Client services are defined as providing administrative, technical, analytical, and research support for Lockton’s Global Benefits Practice and coordinating special projects as assigned.
• Leverage approved AI-enabled tools (e.g., Microsoft Copilot and other enterprise-approved technologies) to improve efficiency, data analysis, document preparation, research, and workflow management while maintaining data privacy and compliance standards.

General Duties Include

1. Assist Consultants in preparation of client deliverables and materials, including but not limited to periodic status reports, financial and technical summaries, utilizing AI-enabled tools to improve accuracy, consistency, and productivity.
2. Assist Consultants in tracking project progress and timelines, maintaining client files, populating, and maintaining activity/issues trackers, and leveraging automation and AI-supported workflow tools to enhance project visibility and task management.
3. Support team members in addressing and resolving client issues involving claims, administration, compliance, and related matters through research, analysis, and the use of approved AI-assisted knowledge management and information retrieval tools.
4. Coordinate web events, webcasts, and conference call logistics, including producing meeting agendas, meeting minutes, action-item summaries, and follow-up communications utilizing AI-powered meeting productivity tools where appropriate.
5. Support the development of internal and client-facing documents and reports in Microsoft Word, Excel, PowerPoint, SharePoint, and other business applications, incorporating AI-assisted drafting, presentation development, data summarization, and reporting capabilities.
6. Perform research as needed for internal projects utilizing various internet resources, trade publications, regulatory sources, and on occasion foreign-language sources; apply AI-assisted research tools to efficiently identify, summarize, and validate information from multiple sources.
7. Salesforce database management for client information, policy data, contacts, mailing lists, and other required data management duties, including identifying opportunities for improved data quality through AI-enabled analytics and automation.
8. Support client-facing technology tools by adding new users, providing basic troubleshooting.
9. Coordinate with other business service groups (IT, Office Services, Information Processing, Accounting, local offices, etc.) on various tasks using a partnership approach that facilitates high-quality results, efficient processes, and technology-enabled workflows.
10. Assist Consultants by liaising with local Lockton Global offices and partners as requested, utilizing AI-enhanced translation and communication tools where appropriate and approved.
11. Understand and adhere to set budgets by tracking time by project and identifying opportunities for process improvement, automation, and operational efficiency.
12. Participate in the adoption and continuous improvement of AI, automation, and digital productivity tools that support client service, operational excellence, and knowledge sharing across the organization.

Qualifications

1. Bachelor's Degree in a business-related field, liberal arts, information systems, analytics, or equivalent experience in the insurance industry.
2. 2–3 years of working experience in a corporate environment preferred.
3. Fluency or professional proficiency in a foreign language helpful (Japanese or Korean preferred).
4. Excellent computer skills. Proficient in Microsoft applications with a heavy emphasis on Word, Excel, PowerPoint, Teams, and SharePoint. Experience utilizing Microsoft Copilot, generative AI tools, workflow automation platforms, CRM systems, or other productivity technologies is highly desirable.
5. Strong customer service skills with the ability to develop sound relationships with team members and external contacts.
6. Works well in a fast-paced environment and able to maintain deadlines while effectively leveraging technology to manage priorities and improve productivity.
7. Effective communication skills and comfort working with colleagues in a virtual and phone-based environment, including the ability to use AI tools responsibly to enhance communication, collaboration, and documentation.
8. Excellent organizational skills and the ability to multi-task effectively.
9. Ability to think analytically, intuitively, assertively, creatively, and strategically, including the ability to evaluate AI-generated outputs and apply sound business judgment.
10. Understanding of data privacy, confidentiality, and responsible use of AI technologies in a client-service environment preferred.

Preferred Skills/Knowledge

1. Fluency or professional proficiency in a foreign language helpful (Japanese proficiency preferred).
2. Degree in international studies, business, analytics, information systems, or a related field is desired though not required.
3. Experience working or living abroad helpful though not required.
4. Experience using Microsoft Copilot, ChatGPT Enterprise, Salesforce AI, Power Automate, Power BI, or other AI-enabled business productivity tools preferred.
5. Demonstrated ability to leverage AI and automation to improve reporting, research, process efficiency, documentation quality, and overall client service delivery.
6. Familiarity with prompt design, AI-assisted research methods, and validation of AI-generated content in a professional services environment is a plus.

Must be legally authorized to work in the United States and not require sponsorship for this position, now or in the future.

#LI-TF

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.